Life Insurance Specialist, Executive Director

Key Responsibilities

• Provide independent advice on life insurance matters to private clients and, where relevant, corporate/organizational clients across France, Luxembourg, and Belgium.
• Gather and analyze client information to assess insurance needs and investment objectives, translating them into appropriate coverage recommendations.
• Use deep knowledge of insurers and their policies to identify solutions that best meet client needs, balancing features, service, and overall value.
• Lead complex case strategy and placement end-to-end (submission through underwriting, offer negotiation, policy issuance, and delivery).
• Negotiate specialized coverage terms and structures in complex cases, coordinating across internal stakeholders and external partners as appropriate.
• Develop and maintain strong relationships with professional counterparts in the insurance ecosystem (insurers, underwriters, and other specialists).
• Support renewals and changes to existing policies, ensuring ongoing suitability and a high-quality client experience.
• Assist clients with claims by guiding required documentation, liaising with insurers, and driving timely progression and clear communication.
• Manage associated administration, including written correspondence and reports, maintaining accurate records, attending meetings, and supporting premium/payment processing and related account administration as applicable.
• Ensure adherence to applicable local regulations and internal policies, with strong confidentiality and disciplined handling of sensitive client medical/financial information.
• Design and deliver the annual regulatory training sessions for the Front Office, ensuring completion tracking and alignment with applicable local requirements.

Required Qualifications

• Several years of experience in life insurance advisory/broking and complex case placement; HNW/UHNW client experience preferred.
• Proven ability to provide independent, needs-based advice and manage multiple stakeholders through end-to-end execution.
• Strong technical knowledge of life insurance products, underwriting dynamics, in-force servicing, renewals/changes, and claims processes.
• Demonstrated negotiation skills and ability to structure solutions in complex situations.
• Experience working effectively across France, Luxembourg, and Belgium (cross-border coordination experience strongly preferred).
• Strong communication skills, executive presence, and high attention to detail.
• Ability to meet/maintain all relevant local licensing or registration requirements for insurance advice/broking in the applicable jurisdictions.
• Languages: French and English required, German is an asset.

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
About the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​